1 / 7

Mock Financial Analyst Conferences

Mock Financial Analyst Conferences. Kevin M. Brett J410 May 28, 2013. Why Financial Analyst Conferences?. Enhanced Relationships with Buy-and-Sell Side Analysts and Media Generate Excitement for Investors/Employees Project a Company on the Move

wade-mcintosh
Télécharger la présentation

Mock Financial Analyst Conferences

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Mock Financial Analyst Conferences Kevin M. Brett J410 May 28, 2013

  2. Why Financial Analyst Conferences? • Enhanced Relationships with Buy-and-Sell Side Analysts and Media • Generate Excitement for Investors/Employees • Project a Company on the Move • Promote Better Understanding of Business Strategies/Value Proposition (Financial Models)

  3. Financial Analyst Concerns • Selective Disclosure of “Material” Information • Inadvertent Release of Proprietary Information • Anti-Trust Statements • Tipping off Competitors/Plaintiff Bar • Wrong Timing (e.g., Quiet Period); Wrong Venue

  4. Your Financial Conference • AMZN; NKE; Tuesday, June 4 • JWN, SBUX; Thursday, June 6 • Advisory Sent This Week • News Release Issued Day of Conference • “Class Project: Do Not Trade” • Add Info About Webcasting • PowerPoint/Prezi Presentation • Q&A Sheet

  5. Financial Analyst Conference Protocol • CEO Serves as master/madam of ceremonies • CEO Outlines Strategy; How the company makes money • CFO Reviews Income Statement/Balance Sheet Strength • CMO/COO Makes “Material” Announcement. • Questions?

  6. Financial Analyst Conference Proceedings • CEO Welcome • CEO Strategy • CFO Financials • CMO/COO Announcement • CEO “Headlines/Takeaways” • Questions * Business Attire

More Related